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      Asset Management

      The combined efforts of Asset Management Services (AMS), which provides a single source for managed accounts and fee-based platforms for Raymond James financial advisors, and Carillon Tower Advisers, a global asset management firm made up of independent boutiques spanning various investment disciplines and asset classes, resulted in strong results in 2018.

      $654.4 million

      $235.3 million

      • Strong equity markets
      • Addition of new asset management teams to Carillon Tower Advisers
      • Heightened interest in fee-based relationships due to regulatory environment
      2018 Initiatives
      Continued growth for the Raymond James Research Portfolio Equity Income Strategy

      Launched in 2017, this strategy combines the expertise of the AMS Investment Committee with the intellectual capital of Raymond James Equity Capital Markets’ Equity Research team for the benefit of PCG clients, and built on its initial success with strong asset growth and market performance this fiscal year.

      Expansion of the Raymond James Freedom platform in AMS

      The Freedom Foundation platform, introduced in 2015 to help advisors efficiently diversify smaller accounts with high-quality professional managers while strengthening multigenerational relationships, has increased assets by 64% over the previous year. Meanwhile, Freedom ESG was launched this fiscal year as the firm’s first offering for environmental, social and governance model portfolios. Developed as a result of advisor feedback, it has raised $100 million in assets under administration in approximately six months.

      A growing Carillon Tower Advisers team

      In continuation of its long-term growth strategy, Carillon Tower Advisers welcomed Scout Investments and its Reams Asset Management division to the platform in early fiscal year 2018. Reams is an institutional-focused fixed income specialist, while Scout is an equity asset manager. The acquisition added $27 billion in assets under management and advisement to the platform at closing.

      Financial Asset Under Management


      Changing regulatory requirements along with secular and cyclical demographic and industry evolution put an emphasis on adaptability and client-focused approaches. We expect to continue to experience growth as a result of these trends, supporting advisors as they move to more fee-based arrangements when appropriate. We also believe that recent increases in volatility may provide opportunities for risk-aware active managers to add value. To that end, Asset Management will continue to diversify our intermediary assets, and integrate our sales and marketing efforts to offer a full range of solutions to our clients.